Job details - old version

Overview

Job details view

The job details view.

Legend for job details view

No. Description
1 Job header
2 Left tabs
3 Right tabs

Job header

The job header contains the following types of information:

Job header information.

Label/icon Description
job name Job name (number).
urgency normal

urgency urgent

urgency critical		 Urgency status. There are four colored categories built-in:

1. None (the default is blank).

2. Normal (green arrow).

3. Urgent (orange arrow).

4. Critical (red arrow).
pending dispatch Job status.
additional menu Additional menu.

More options are available via the additional menu such as:

Additional menu options.

Label Description
View on map Open a map view and focus it on the given job.
Lock job Perform a lock on all job fields.
Make job recurring Create a recurring schedule using this job’s details.
Unschedule and deallocate Unschedule and deallocate resources from the job.
Complete Job Manually complete the job.
Cancel job Trigger a change of job status to “Cancelled.”
Open in Salesforce Open the related job object in Salesforce CRM.

Left Column Nav Tabs

The left tabs of the job details view.

Icon Description
details icon Details tab.
contact info icon Contact information tab.

Details

The details tab is open by default and can be accessed at any time by selecting Details from the left tabs.

Fields highlighted red are required fields. These fields must be completed before it is possible to save the job. The following fields are available to edit:

  • Job type.
  • Description.
  • Account.
  • Contact.
  • Region (required).
  • Address.
  • Location.
  • Urgency.
  • Duration (required).
    • Start date and time.
    • End date and time.

Alert Banners

If the job is part of a recurring schedule, a blue alert banner is displayed in the left column just below the action bar. Clicking on the number in the alert (e.g., RS-0015) opens a view of the recurring schedule.

If the job has time constraints applied, an orange alert banner is displayed above the date/time settings. Clicking on this alert opens the time constraints tab in the right-hand panel.

Edit

The fields can be editable by clicking inside any of the fields with an edit icon.

Save

Once a field is edited, it will need to be saved by clicking on the Save button at the bottom of the tab’s panel. Clicking Cancel will return any changes to their original values.

Contact Information

Contact information is accessible by selecting the Contact Information option from the left tabs.

Right Column Nav Tabs

The right tabs of the job details view.

Icon Description
allocated resources Allocated resources
tasks Tasks
notes Notes
attachments Attachments
job fields Job fields
times and time constraints Actual times and time constraints
job alerts Job alerts

Resources

From the Resources tab, it is possible to allocate (and subsequently access) resources, and resource requirements for the job.

The resources tab in the job details view with no resources assigned

For more information, see Resource requirements and Allocate work.

From the tasks option of the right tabs in the job details view, it is possible to add specific tasks to a particular job.

Create New Task

To create a new task:

  1. Click on the Add a Task Name field and add a task name.
  2. Click Add a Task Description field to enter a task description (optional).
  3. Click the Add New button.

Task Buttons

Task buttons.

Icons Description
edit button Edit button
delete button Delete button
reorder button Reorder button

Edit Task

To edit a task:

  1. Click on the Edit button.
  2. Update the information.
  3. Click Update.

Delete Task

Click on the Delete button to delete a task.

Reorder a Task

Click on the up or down reorder button to change the order of tasks.

Complete a Task

To complete a task from the web app rather than the mobile app, check the associated checkbox. This action will be synchronized with the mobile app.

Notes

Notes are displayed by clicking on the Notes icon.

Create Note

The process to create a new note is as follows:

  1. Type text into the empty notes field.
  2. Click Save to save the note or Clear to clear the text.

Completion Notes

All job completion notes that are made by a resource (using the Skedulo mobile app) are synchronized and made visible just below the notes section. Note, this section only appears if a completion note has been submitted from the mobile app.

Attachments

Attachments are displayed by clicking on the Attachments icon.

Job Fields

Job fields (or “Custom Fields”) are displayed by clicking on the job fields icon.

Job Alerts

Promoted custom field alerts are displayed in the job alerts panel.

Actual Times and Time Constraints

Actual Times

As a resource completes a workflow action (e.g., Accepts the job, checks-in, or completes the assignment) their times are dynamically recorded on the “Actual times” panel. Travel time and job duration are also recorded here.

To view where an when a job’s status transitioned on the map, check the box marked “Show status change locations on map.” Once checked, the map will display colored map pins at the location of each status change. Click on a pin to see a pop-up info summary containing the name of the resource, the transitioned status and the time of that transition. When several pins exist in close proximity, they are grouped and stacked on top of each other to help provide access to their details.

If the job has multiple resources allocated, the drop-down Resource field allows the scheduler to pull-up the details of any assigned individual (this applies to team leaders as well who are appropriately marked).

The actual times and time constraints panel.

Time Constraints

If time constraints have been applied to a job, they are displayed by clicking on the time constraints icon (or time constraint alert in the left-hand panel).

The colored time constraint tab (icon) is visible ONLY if the job was assigned time constraints when it was created.

A time constraint alert and the associated time constraints tab.

When multiple time constraints are applied to a job (perform this in the CRM), a Display on swimlane checkbox will enable the display of each time constraint in the swimlane to be toggled.

An example where the checkbox display on swimlane is toggling the display in the swimlane.

Some features in Skedulo (configurable in the admin settings) require a resource to provide a reason for an action. For example, why did a resource decline a job allocation?

Job-related messages (reasons) can be viewed in the job’s details via the Allocated Resources panel.

The Skedulo mobile app features that use this option are Decline Job and Cancel Job.

Team Leader

The team leader feature allows one of your allocated resources to process jobs (from their mobile device) on behalf of all of the other allocated resources. This relieves the other resources from the responsibility of updating the job status, allowing them to concentrate on other tasks.

In the allocated resources panel, you will find a Team leader dropdown list above the Add more resources button. The dropdown list is populated with the names from the allocated resources panel. Only one of these allocated resources can be set as the team leader for the selected job.

When a team leader is selected, a “TL” label appears next to their name. To reset (remove) this nomination, select None from the list.

Now, when the team leader changes the job status on their mobile device (to In Progress or Complete), the job status is updated for all the other allocated resources too.

Display Working Hours in the Swimlanes

If you only want to display certain working hours in the timeline and hide those hours and days where you do not have any work to schedule (like weekends for instance), you can configure the swimlane settings to “Only show working hours.”